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Your Wealth Journey
We help you grow your business and safeguard the future of those you care for
Plan for success
Are you a business owner who wants to take your business to a whole new level of performance and success?
Running a business is one of the most challenging jobs there is. If you drill down to what's really happening in a business, you often find that that the fundamentals are being ignored. As the business grows, new challenges arise that only add to the complications facing business owners.
It does not have to be that way.
That’s why, at Fordham we have modelled our business around our clients’ needs. Our clients are all very different. They work in different industries, are at different stages of business growth and have different goals and dreams.
But they are also very similar - they are all smart, successful and run or own businesses. They are looking for partners they can trust to look after their best interests and make their lives easier.
At Fordham we take time to understand what your goals are - in business and life. We then work with you to achieve the success you’re looking for.
Our approach
We don't mix business and pleasure
Fordham has a defined strategy for creating a personal wealth pool. We identify your business capital as the ‘active’ asset pool and your personal assets as the ‘passive’ pool.
Your business assets are subject to the ebbs and flows of doing business and carry all the risk and reward of your industry and your business strategy.
On the other hand, your personal assets represent the fruits of your labour in your business. We believe our sophisticated “protect and grow” strategies can help you secure long-term financial freedom and peace of mind.
Building wealth
We aim to build a wealth plan that will work for you. Our wealth planning process uses our Risk Management Model to identify strengths, weaknesses and threats, then agrees actions to address critical issues and seize opportunities to enhance your long-term wealth.
We work with you to implement a plan to progressively extract wealth from your business to secure the lifestyle you want both now and in the future.
Your asset firewall
A fundamental part of our wealth planning approach is keeping your business assets separate from your personal assets. We design structures so that if business conditions work against you, you can limit the effect on your personal finances.
Our asset protection strategies take into consideration a wide range of issues including liability of directors, ownership of business assets and intellectual property, retained earnings, ownership of personal assets, private investment structures, inter-entity loans, trusts, superannuation, succession and estate planning. Building a strong, effective firewall helps quarantine your personal wealth from business risk.
Fordham and Perpetual work together for you
Fordham is a specialist part of Perpetual – an investment, advice and trustee company with a 130-year heritage of growing and protecting the wealth of its clients. This gives us the ability to call upon the unrivalled expertise of Perpetual’s large group of specialist advisors whenever your situation demands.
Find out more about Perpetual.
Read more below about how we can help you through the different stages of your life and business.
Business expertise
Personal expertise
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